Client Welcome Packet


20 Page Welcome Packet Template to create a seamless, professional onboarding process for your DREAM clients!

BONUS 1 ($5 value): A brandboard template

BONUS 2 ($27 value): 20+ page instructional workbook

This stylish yet functional client welcome packet template was designed to help you set your best foot forward as a service provider – all while establishing boundaries, sharing your business values, and providing all the information your new clients would need before starting a project with you.

  • – A stylish cover
  • – Pages to introduce you and your business to your dream client
  • – Meet the Team page to introduce your team members
  • – The Package page to provide all the details of the service package your client chose
  • – Invoice page to include the invoice of their payment
  • Project Guidelines, project process and project workflow pages
  • – What to Expect page to set some boundaries and manage client expectations
  • – Next steps, project timeline, important dats planner and calendar pages
  • – Project proposal and project details pages
  • – Project hub and client homework pages
  • – Imortant information page, contact page and project checklist page
  • BONUS 1 ($5 value): a simple brandboard to keep all your brand elements in one convenient location making customization a breeze. 
  • BONUS 2 ($27 value): 20+ page instructional workbook to help you write the content so you can easily copy and paste into the Canva Template.
  • BONUS 3: Walkthrough videos to show you all the pages included inside the templates pack.

What makes my templates different?

My templates were created with the non-designers in mind. They are polished, professional, and easy to customize without losing the functionality and style needed to convert enquiries into dream clients.

You only get one chance to make a good first impression, my aim is to help you set your best foot forward so you can step in front of your dream clients with confidence!

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"I'm so amazed at how well it's turned out. Thanks a million. You rescued me tonight. I just enrolled a client into a premium package and had to whip this up super fast."
Ileana Nguyen
Holistic Health Care ltd